+29.3%
V vs UUUU
-55.1%
+84.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.8% | +4.7% | +3.8% |
| 7D | +9.0% | -14.4% | +23.4% | +8.6% |
| 30D | +18.1% | -33.6% | +51.7% | +17.2% |
| 3M | +18.3% | -44.2% | +62.5% | +17.2% |
| 6M | +34.1% | -66.8% | +100.9% | +32.6% |
| YTD | +25.2% | -50.6% | +75.8% | +21.5% |
| 1Y | +29.3% | -57.8% | +87.1% | +25.6% |
| All | +29.3% | -55.1% | +84.4% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling